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← Customer Feedback for Redtail Technology

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24 results found

  1. Outcome of one workflow feed into another workflow

    503 votes
    21 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  2. Custom Trigger Events

    203 votes
    18 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  3. CRM documents to Imaging documents

    36 votes
    0 comments  ·  Redtail Imaging  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  4. Add documents to workflows!

    148 votes
    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  5. Linking Activities, Workflows, Notes, Documents, & Opportunities

    348 votes
    14 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  6. notes and document attachment in workflow

    56 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  7. Notes--being able to link a contact to a note you have already posted.

    22 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  8. Need to be able to edit notes

    44 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  9. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

    34 votes
    3 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  10. seperate texts from Client Notes

    13 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  11. Link a Contact to a note after it has been Created

    34 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  12. combine note

    11 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  13. One Click Copy to Clipboard

    27 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    This would be really great for clients address information, emails, phone numbers, birth dates, and SSNs. I would love it if they could make that more of a convenience

    Anonymous supported this idea  · 

  14. When one activity is added it can trigger another activity to be created

    20 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  15. send calendar to clients to book appointments

    57 votes
    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  16. RMD Value & Information section

    1,976 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  17. Redtail Support Chat

    37 votes
    0 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  18. workflow report bulk actions

    15 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  19. Outlook Add-in

    25 votes
    0 comments  ·  Redtail CRM  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 

  20. License Tracking

    11 votes
    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
    How important is this to you?
    Anonymous supported this idea  · 
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